Notion is better than nothing, but any CRM on the market, that was built specifically to be a CRM, is also going to be light-years better than building your own CRM. Adding too much to Notion can hurt company adoption, and create future confusion among team members. SO much thought and discussion goes into adding another custom field or adding a feature. The decisions and restrictions added to most CRMs on the market are made for a reason. It can technically be or do "anything" (within reason), so companies confuse that and start building out their own custom "CRM", making decisions that they think are sensible, essentially turning into the role of a product manager. Notion is super flexible, which makes it great, but that also leads to issues. ❌ Notion's Flexibility Can Be Overwhelming This will limit your ability to make decisions based on customer data. Notion lacks robust reporting and analytics capabilities, which can make it difficult to track what is working and what is not. In the case that you ever wanted to sell or hand off your business, this information will be super valuable.Ī mid-market scaling business will also run into issues trying to sort through large amounts of data. Tracking client communication and engagement in a proper CRM gives your business intellectual property and acts as a single source of truth for all your customer interactions. ❌ Notion doesn't build business IP and doesn't scale well Notion requires too much manual work to keep up to date. A good CRM will also mention the last date of a specific interaction, or how long it's been between interactions so you know it's time to follow up. Tracking who opened or clicked your emails is helpful information that can help close a sale.Ī CRM can roll up these actions into a score, so your team can easily identify engaged leads. ❌ Notion as a CRM can't automatically prioritize leads based on engagement Notion as a CRM on the other hand will not be able to handle this type of communication tracking. We've heard scenarios of teams "copy and pasting" emails from clients into a Notion document - after trying to keep up with it for a few weeks, it not only fell by the wayside because this is a horrible time-sink.Ī proper CRM is going to ingest emails automatically, count the number of interactions you've had with someone, and nudge you when you're not doing a good job at staying on top of leads. So customers may get 2-3 emails from different team members and it's a mess. How do you know this happened? You don't when using Notion as a CRM. You email a customer, and someone else on your team emails that same customer. Part of the purpose of a CRM is not just storing contact records (that's the most bare-bones use-case of a CRM) but rather to be a central hub of communication across your company. ❌ Notion can't be the central hub for communication While Notion can do a lot of things, using it as a company CRM is not ideal. We're seeing a rise in companies using Notion as their CRM.
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